Inzant "Product Full Export" Excel Bulk Edit Process

Inzant "Product Full Export" Excel Bulk Edit Process

If you have the "Product Full Export" data export/import process enabled on your system (you can check this by getting in touch with Inzant support), then you will be able to export your entire product data into an Excel file, perform as many edits as required and then reimport the data back into Inzant. 

There is a significant time saving involved with this process, particularly if you need to make a lot of product supplier modifications (which can be time consuming to do using the web client).

To begin with login to the Inzant Sales Web Client, and navigate to the "Reports" section. Once open, expand the "Export Reports" folder, and select either the "Product Full Report (All Products)" or "Product Full Export (Active Products)" report (depending on whether you want to edit all items or only active items). 



You have the option of filtering the report by a product category using the "category" selection control, or getting all items by leaving this blank.
When ready to run the report, click the "Export" button and select Microsoft Excel (.xls)




This will download the excel file. Once downloaded you will be able to open and commence making edits to the file. At this stage its good to save a copy of the unedited Excel product file to give you a nice "backup" of the previous configuration - this is highly advised.

Very Important Note;
  • Whilst making your bulk edits, DO NOT edit the column set of the excel file - this could cause issues with the import process.
  • If you cannot complete all edits in one session, ensure you save and reopen the file in Excel format to preserve the format of the data.
Upon the edits being complete, you will need to save the excel file as a CSV file (comma delimited). 



When you have the new CSV version of the file you are ready to import it. You can import the file using either of the two methods;

a) Importing via the Product Screen
If you want to simply upload the file straight into the system, open the Product Search screen in the admin website. In the Product Search screen click on the Ellipsis button (...), and select "Product Import".


In the popup window select the product import you want to run, and then click Upload and select the file to upload. (if you only have one import type setup it will be automatically selected in the dropdown list)



That is all you need to do, you should receive notification shortly afterwards when the import is complete.

b) Importing Via Email
  1. Ensure the name of the CSV file matches system import name requirement (contact Inzant support to determine what the name should be for your system).
  2. Create New Email
  3. Attach CSV import file to the email
  4. Address the email to the system import email address (contact Inzant support to determine what the email address should be for your system).
  5. Ensure the email has a subject line ("product import" or something of this nature would make sense).
  6. Send email.

Important Notes;
  • The system will only be configured to import data received from certain email address'. If your email is not on the approved list contact Inzant support to get it added.
  • The import will take anywhere from 1 minute to an hour depending on the size & complexity of the data import. On completion the import process will send a confirmation email to the configured email address. If you do not receive a confirmation email after sending an import in then contact Inzant support to ensure there were no issues with your data.
  • If you find your import has caused major data issues then you have several options;
    • You can undo the modifications by saving a CSV version of the backup you saved earlier and reimporting that, or
    • Get in touch with Inzant and ask for assistance restoring your previous data.

    • Related Articles

    • Inzant "Retailer Full Export" Excel Bulk Edit Process

      If you have the "Retailer Full Export" data export/import process enabled on your system (you can check this by getting in touch with Inzant support), then you will be able to export your entire retailer data into an Excel file, perform as many edits ...
    • Video Guide - Management Portal - Product Bulk Export and Import

      ·       To bulk update your Product data you first need to get an export of the Product information from Inzant Sales. To do this you need to be logged into the Management portal, and open the Reporting screen. ·       Click on the “Export Reports” ...
    • Exporting Data from MYOB to Local File (AccountRight V20 / Live)

      Doing MYOB Data Exports is fairly straightforward, there is a wizard tool in MYOB that helps walk you through the process. This guide will detail the process for doing a customer card export, however doing a an Item export is an almost identical ...
    • Triggering an Import from MYOB AccountRight

      With the latest MYOB AccountRight integration you can easily trigger a Product, Retailer, Pricing or Associated Order import at any time. You will need to; Log into the Inzant Sales Management Client Navigate to the Configuration Screen by Clicking ...
    • Management Portal - Bulk Editing

      To bulk edit on any screen whether you want to confirm a group of orders, change the date of a group of future dated orders, change a territory or edit a retail chain. The process is the same on all screens. To do this you can now use the bulk edit ...
    • Popular Articles

    • Home Screen and Navigating the System

      The Home Screen The home screen is the start up screen for the App. It contains links to all the other major screens and provides some KPI information and access to your schedule. In this article we will discuss all the links so you can navigate ...
    • Setting a Retailer to have Website access from the Management Portal

      To enable customers access to the B2B Portal or Website, you need to allow the Contact on a Retailer to have access. After logging into the Inzant Sales Management Portal you'll need to navigate to the Contact or Retailer in question. Finding a ...
    • Inzant Website CMS User Manual

      The latest version (currently version 1.4) of the CMS User Manual is attached, which you can download and use as required.
    • Creating Hyperlinks

      There are two main areas within the CMS that hyperlinks can be created; In a specific content zone provided by a widget. In the CK Editor content entry zone. Both zones offer the same 3 basic link types, Internal URLs, External URLs and Mailto ...
    • Initialising & Resyncing the Inzant Sales App

      If you need to reload your database the process is quite straight forward. Please be mindful that performing the below process will erase ALL information within Inzant Sales on the device, so please check and make sure all incomplete orders or quotes ...
    • Recent Articles

    • Adding a Favourites List to a Retailer

      In this video, I will show you how to add a favourites list to a retailer. I will guide you through the steps, including selecting the retailer, navigating to the favourites section, and adding a list. I will also explain how to choose the contact ...
    • Accessing and Managing Favourites Lists

      In this video, I will show you how to access and manage your favourites lists on our platform. I will guide you through the steps to access your favourites list, apply filters, and view specific categories. Additionally, I will demonstrate how to add ...
    • Creating Bespoke Favorites Lists for a Contact

      In this video, I will show you how to create a bespoke favorites list for a specific contact. Sometimes, certain contacts may have unique preferences, and it's important to cater to their needs. I will guide you through the process of selecting the ...
    • Changing the Order of Favorites Lists

      In this video, I will show you how to easily change the order of your favorites list on both the website and the iPad. By simply dragging and dropping, you can customize the order to your preference. No action is required from you, this is just a ...
    • How to Create and Manage Favourites List on iPhone

      In this video, I will show you how to create and manage a favourites list on your iPhone. You can access, edit, and add items to your favourites list directly from the iPhone app. I will guide you through the steps of adding a favourites list, adding ...